401(k) · DOL Form 5500 · 2024

Westreet Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
230
Participants Below avg headcount
57th
Percentile by assets National rank
$45,103
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westreet Federal Credit Union 401(k) Plan and Trust · Sponsored by Westreet Federal Credit Union · Oklahoma · Finance & Insurance

$10M in assets, 230 participants

Westreet Federal Credit Union's Westreet Federal Credit Union 401(k) Plan and Trust reported $10M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,455 in Finance & Insurance (8,549 peers)

Coverage in Oklahoma

Westreet Federal Credit Union 401(k) Plan and Trust covers 230 participants in Oklahoma, about 30% of the average Oklahoma filer (state average ~760 per filing). Assets: $10M.

#3,455
in Finance & Insurance (8,549 peers)
-0.6%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westreet Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Westreet Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,373,687 Top 43% higher than 57% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Westreet Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westreet Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westreet Federal Credit Union 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$66K in the plan year 2024 filing.
  • Westreet Federal Credit Union 401(k) Plan and Trust reported participants rose from 219 in the plan year 2023 filing to 230 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 730582491 · Westreet Federal Credit Union PY 2024 · 401(k)

Westreet Federal Credit Union 401(k) Plan and Trust · $10M · 230 · 57th

  • PCT $10M
  • PCT 230
  • PCT 57th
  • PCT 401(k)
  • PCT near Hctec Partners 401(k) Plan
  • PCT ind #3455

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Oklahoma →

Westreet Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Watermark Auto Group 401(k) PlanWatermark Auto Group 401(k) …$10MDouble Diamond Management Corp. 401(k) Profit Sharing PlanDouble Diamond Management Co…$10MWestreet Federal Credit Union 401(k) Plan and TrustWestreet Federal Credit Unio…$10MHctec Partners 401(k) Plan$10MCfp Fire Protection, Inc. 401(k) Savings PlanCfp Fire Protection, Inc. 40…$10M
End-of-year total assets ($M) among Westreet Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$66K
Employer EIN730582491
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westreet Federal Credit Union)

Sponsor-wide plan assets over time

All Westreet Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$10M 18.580504863673458% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.75M $10.4M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 199 $9M
2023 1 219 $10M
2024 1 230 $10M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Westreet Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Westreet Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.010373687 · Participants: 230Westreet Federal Credit Union 401(k) Plan and TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Westreet Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Westreet Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Westreet Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Hctec Partners 401(k) Plan in TN ($10M); by covered participants it is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westreet Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Westreet Federal Credit Union 401(k) Plan and Trust held essentially flat - down 0.6% during 2024, from $10M to $10M. Reported net income was -$66K.
How have Westreet Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westreet Federal Credit Union's sponsor-wide assets grew 18.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Westreet Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hctec Partners 401(k) Plan in TN ($10M, 428 participants).
Which 401(k) plans cover a similar participant headcount to Westreet Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Versa Press Inc Employees Retirement Plan and Trust in IL (230 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730582491.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.